+9.5%
GSK vs DOCU
+18.5%
-9.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.5% |
| 7D | +1.1% | +4.1% | -2.9% | +1.3% |
| 30D | +6.3% | +7.4% | -1.0% | +6.6% |
| 3M | +1.8% | +26.0% | -24.2% | +2.8% |
| 6M | +1.7% | +79.2% | -77.5% | +5.5% |
| YTD | +6.5% | +18.1% | -11.5% | +11.2% |
| 1Y | +9.5% | +20.5% | -11.0% | +14.1% |
| All | +9.5% | +18.5% | -9.0% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling